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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,495 | $78,707-19.3% | $117,861-46.1% | $70,126-9.5% |
| Participation rate | 40.0% | 73.2%-33.2pp | 79.7%-39.7pp | 69.5%-29.5pp |
| Annual return | 17.80% | 23.30%-5.5pp | 335.11%-317.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $777 | $2,223-65.1% | $3,786-79.5% | $2,343-66.8% |
| Participant deferral / active EE | $1,559 | $3,297-52.7% | $4,482-65.2% | $3,332-53.2% |
| Admin fee / account holder | $2,354 | $5,066-53.5% | $8,021-70.6% | $4,645-49.3% |